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☆ Applied Materials dominate their space and nothing has structurally changed, says Mizuho's Rakesh
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApplied Materials dominate their space and nothing has structurally changed, says Mizuho's RakeshVijay Rakesh, Mizuho managing director, joins 'The Exchange' to discuss why Applied Materials moved lower in Friday's session, if there's reason to be concerned about the performance of semiconductors, and the fate of electric vehicles in the United States.

Persons: Mizuho's Rakesh Vijay Rakesh, Mizuho Organizations: Materials Locations: United States

☆ What Trump tariffs could mean for AI darling Nvidia
▼ + stars: | 2024-11-08 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Wall Street is questioning how potential tariffs on imports under a Trump administration could affect artificial intelligence darling Nvidia and the broader industry . Earlier this year, Trump accused Taiwan of stealing the chipmaking business from the U.S. and said he would impose tariffs as president. NVDA 5D mountain Shares over the last week If the administration implements tariffs, Ives believes Nvidia could gain some workaround given its integral status. That could come in the form of excluding some of its next AI chips and graphics processing units from the tariff wave expected in spring 2025. Many investors also view Trump as a proponent of AI innovation.

Persons: Trump, Kamala Harris, Joe Biden, Jensen Huang, Dan Ives, Ives, Hua Cheng, Elon Musk, Musk, Mizuho's Jordan Klein Organizations: U.S, Taiwan Semiconductor Manufacturing, NVIDIA, Nvidia, Wedbush Securities, Bank of, Blackwell Locations: Taiwan, U.S, Mirova

☆ Top Analysts Weigh in on Apple and Amazon's Earnings
▼ + stars: | 2024-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop Analysts Weigh in on Apple and Amazon's EarningsMizuho's Jordan Klein and TD Cowen's Andrew Sherman discuss the key takeaways, positive and negative, from Apple and Amazon's latest earnings, and highlight other tech names on their radar.

Persons: Jordan Klein, Cowen's Andrew Sherman Organizations: Apple

☆ Here are Mizuho's top underappreciated AI beneficiaries
▼ + stars: | 2024-10-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere are Mizuho's top underappreciated AI beneficiariesSiti Panigrahi, Mizuho managing director, joins 'The Exchange' to discuss where there's growth potential in the software space, names in the software space absent from Panigrahi's buy list, and much more.

Persons: Siti Panigrahi, Mizuho

☆ 'Overuse' is causing healthcare insurer headwinds, says Mizuho's Jared Holz
▼ + stars: | 2024-10-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Overuse' is causing healthcare insurer headwinds, says Mizuho's Jared HolzJared Holz, Mizuho healthcare equity strategist, joins CNBC's 'The Exchange' to discuss why healthcare insurer stocks are down, whether weight loss drugs have any impact, and more.

Persons: Jared Holz Jared Holz Locations: Mizuho

☆ The markets saw right through China's latest economic support hype
▼ + stars: | 2024-10-09 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

China's stock markets slumped after a 10-day rally that was driven by Beijing's stimulus announcement in September. Retail investors dominate China's markets, influencing sentiment and market movements. AdvertisementChina's top leadership has a problem with its economic stimulus: its own investors at home saw right through the hype this week. China's domestic stock markets slumped on Wednesday after a 10-day blitz culminated in a two-year high. China's domestic stock markets are dominated by over 200 million mom-and-pop retail investors, who account for about 70% of the trading volume.

Persons: —, weren't, Jun Rong, that's, Vishnu, Li Qiang, Hele Qiao, Qiao Organizations: Investors, Service, People's Bank of China, Reform Commission, BofA Global Locations: Shanghai, Shenzhen, China, Hong Kong, Beijing, Asia, Japan, Xinhua, Greater China, China's

☆ China's stimulus isn't enough for its economic woes. But its stock rally could help.
▼ + stars: | 2024-09-30 | by ( Huileng Tan | ) www.businessinsider.com time to read: +4 min

China's aggressive stimulus measures have sparked a significant stock market rally. Still, traders, investors, and speculators have sent China's stock market to its best month in nearly a decade, signaling that the market players think that Beijing's moves are a "bazooka." The People's Bank of China's stock market stimulus was unusual. An active stock market and improved investor confidence will improve expectations for economic development," the media outlet wrote. Mainland China's stock markets will also be closed from Tuesday to Monday.

Persons: —, Vishnu, Pan Gongsheng, Pan, Criss Wang, Data.TS, Varathan Organizations: Service, CSI, People's Bank, China Securities Journal, Chinese Communist Party, Hong Kong Stock Exchange Locations: China, Asia, Japan

☆ China's stock markets are partying like it's 2008, overwhelming systems
▼ + stars: | 2024-09-27 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

China's stock markets surged this week, marking the best weekly performance since late 2008. AdvertisementChina's stock markets closed sharply higher Friday, notching their best week in 16 years as investors joined the rally party. The stock market party overwhelmed tech systemsThe stock market party got too hot to handle. AdvertisementFurthermore, the US Federal Reserve has started cutting interest rates, which has historically benefited Chinese markets, they added. So even if Beijing's stimulus isn't enough for China's economy, a liquidity or leverage-driven market rally could still be "very powerful," they wrote.

Persons: —, Vishnu Varathan, Hong, Hao Hong, Pan Gongsheng, Data.TS, Freya Beamish, Rory Green Organizations: Service, Grow Investment, Shanghai Stock Exchange, of America, Bank of America, US Federal Reserve, People's Bank of China Locations: China, Beijing, Asia, Japan, Shanghai, India

☆ The Chinese yuan surged to a 16-month high, but Beijing may not be happy about it
▼ + stars: | 2024-09-25 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

China's stimulus package has boosted market sentiment and pushed the Chinese yuan to a 16-month high. But a strong yuan could hurt exports, a key pillar of China's economy, amid weak domestic demand. AdvertisementChina's massive stimulus package for its battered economy has boosted market sentiment and injected confidence into the Chinese yuan. This means $1 could buy fewer Chinese yuan. A strong yuan is bad for exportsEven though a strong yuan signals confidence in China's economy, analysts aren't sure the gains will hold.

Persons: —, Pan Gongsheng, Vishnu, Varathan, Larry Hu, Hu, aren't, Pan, Macquarie's Hu Organizations: People's Bank of China, Service, US Federal Reserve, Macquarie Group, Lombard, Bloomberg Locations: Asia, Japan, China, Beijing, Swiss, China's

☆ Mizuho's Jared Holz talks what senate hearings mean for GLP-1 makers
▼ + stars: | 2024-09-24 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Jared Holz talks what senate hearings mean for GLP-1 makersJared Holz, Mizuho, joins 'Fast Money' to talk Novo Nordisk CEO defending GLP-1 pricing and the push to lower prices.

Persons: Jared Holz Organizations: Novo Nordisk, GLP Locations: Mizuho

Citi lowered its price target on Micron Technology ahead of earnings. The analyst downgraded the solar photovoltaic system stock to underperform from hold and lowered its price target to $17 per share from $27. The firm upgraded the biotechnology stock to buy from hold and raised its price target to $150 per share from $95. The firm initiated coverage of the personal computing and technology stock with an outperform rating and a $135 per share price target. "Shopify holds a significant advantage in the social ecommerce space, with its breadth of direct social media integrations that are crucial for social ecommerce," Ball added.

Persons: Jefferies downgrades SolarEdge Jefferies, Dushyant Ailani, Brian Evans, BioNTech Jefferies, Jefferies, BioNTech, Akash Tewari, Vijay Rakesh, DELL, — Brian Evans, Dominic Ball, Ball, Shopify, Christopher Danely, Danely, Fred Imbert, ~$ ( ~ $ ~$) Organizations: CNBC, Tuesday, Citi, Micron Technology, Jefferies, BNT327, Mizuho, Dell, Mizuho Securities, Micron, MU Locations: Europe, 2024E, China, Monday's

☆ Health care bucks sell-off as Eli Lilly soars: Mizuho's Jared Holz on what's next for the group
▼ + stars: | 2024-08-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHealth care bucks sell-off as Eli Lilly soars: Mizuho's Jared Holz on what's next for the groupJared Holz, Mizuho, joins 'Fast Money' to talk resilience in the health care sector as the broader market sees a sell-off.

Persons: Eli Lilly, Jared Holz Organizations: Health Locations: Mizuho

☆ Bear thesis for Coinbase will remain despite talks about joining the S&P, says Mizuho's Dan Dolev
▼ + stars: | 2024-07-29 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBear thesis for Coinbase will remain despite talks about joining the S&P, says Mizuho's Dan DolevDan Dolev, Mizuho senior analyst, joins 'The Exchange' to discuss cyptro amid speculation that Coinbase could be soon included in the S&P 500.

Persons: Coinbase, Dan Dolev Dan Dolev Organizations: Mizuho

☆ Medicare's drug pricing can give investors certainty on healthcare stocks, says Mizuho's Jared Holz
▼ + stars: | 2024-07-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMedicare's drug pricing can give investors certainty on healthcare stocks, says Mizuho's Jared HolzJared Holz, Mizuho Securities health care equity strategist, joins 'Power Lunch' to discuss healthcare stocks, where he sees the sector heading, and more.

Persons: Jared Holz Jared Holz Organizations: Mizuho Securities Locations: Mizuho

☆ Mizuho's Jared Holz talks Roche shares surging on GLP-1 data
▼ + stars: | 2024-07-17 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Jared Holz talks Roche shares surging on GLP-1 dataJared Holz, Mizuho, joins 'Fast Money' to talk stock movement in the healthcare space on Roche's oral GLP-1 data.

Persons: Jared Holz, Roche Locations: Mizuho

☆ Higher-end shopping centers have room to run, says Mizuho's Haendel St. Juste
▼ + stars: | 2024-07-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher-end shopping centers have room to run, says Mizuho's Haendel St. JusteHaendel St. Juste, analyst at Mizuho, joins CNBC's 'The Exchange' to discuss opportunities in retail REITS, apartment and multi-family rents, and more.

Persons: Mizuho's Haendel, Juste Haendel St, Juste Organizations: Mizuho

☆ Pfizer is far behind weight loss drug race despite pill trial, says Mizuho's Jared Holz
▼ + stars: | 2024-07-11 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPfizer is far behind weight loss drug race despite pill trial, says Mizuho's Jared HolzJared Holz, Mizuho, joins 'Fast Money' to talk what impact, if any, the Pfizer weight-loss drug trial will have on the stock.

Persons: Jared Holz Jared Holz Organizations: Pfizer Locations: Mizuho

☆ Eli Lilly's Alzheimer drug is 'a nice additional therapy', says Mizuho's Jared Holz
▼ + stars: | 2024-06-10 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEli Lilly's Alzheimer drug is 'a nice additional therapy', says Mizuho's Jared HolzJared Holz, Mizuho Securities healthcare equity strategist, joins 'Squawk Box' to discuss the FDA's review of Eli Lilly's experimental Alzheimer drug, whether the drug is a game changer, and more.

Persons: Eli, Jared Holz Jared Holz, Eli Lilly's Organizations: Mizuho Securities Locations: Mizuho

☆ Mizuho's top June contrarian picks, where research firm is more bullish than the rest of Wall Street
▼ + stars: | 2024-06-04 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Of those seven stocks, Mizuho said its investment rating on Lowe's and PayPal were also above the Street consensus. Mizuho analyst David Bellinger's $280 price target implies that the stock could rally 29% from its Monday closing price. "We view Lowe's as decisively well-positioned as home improvement demand recovers and unleashes outsized, double-digit earnings expansion in the process," the analyst wrote. Similarly, financial technology platform PayPal has risen only about 4% this year, leaving its valuation "compelling" at current prices, according to Mizuho analyst Dan Dolev. Dolev's $90 price target is 42% above the stock's current price.

Persons: Mizuho, David Bellinger's, Lowe's, Bellinger, Dan Dolev, Dolev, Dolev's, Siti Panigrahi's, Panigrahi, — CNBC's Michael Bloom Organizations: Mizuho Securities, Stocks, Dow Jones, Nasdaq, Wall Street, PayPal, Home, Oracle, Nvidia, Oracle Cloud Infrastructure Locations: Mizuho

☆ Structure Therapeutics is a 'no-brainer takeout' target, says Mizuho's Jared Holz
▼ + stars: | 2024-06-03 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStructure Therapeutics is a 'no-brainer takeout' target, says Mizuho's Jared HolzJared Holz, Mizuho, joins 'Fast Money' to talk Structure Therapeutics soaring on its GLP-1 data and M&A targets in the obesity drug space.

Persons: Jared Holz Jared Holz Organizations: Therapeutics Locations: Mizuho

☆ Ozempic doesn't make everyone thin. That opens up an opportunity for some stocks
▼ + stars: | 2024-05-27 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +7 min

Or, in other cases, it can open the door to new options for the treatment of obstructive sleep apnea. Treating obesity and addressing sleep apnea Sleep apnea is a serious sleep disorder that results in interrupted breathing, preventing patients — and even their sleeping partners — from getting restful and restorative sleep. Obstructive sleep apnea, the most common form, occurs when muscles in the throat relax and collapse preventing air flow. Before qualifying for the device, patients usually need to have tried treatment with a CPAP machine and an oral device and been unsuccessful. He downgraded Inspire shares to hold at the beginning of the year due to this uncertainty he was anticipating.

Persons: Eli Lilly's Zepbound, Anthony Petrone, Medical's, Eli Lilly, Tim Herbert, Zepbound, Herbert, FactSet, Petrone, UnitedHealth, Jonathan Block Organizations: Novo Nordisk's, Mizuho Securities, CNBC, Systems, Inspire, American Diabetes Association, Drug Administration, National Institutes of Health, BMI Locations: U.S

☆ This power management stock that has doubled over the past year could win big from AI-fueled energy demands
▼ + stars: | 2024-05-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

The growing need to feed power-hungry artificial intelligence models could benefit an under-the-radar power management stock, according to Wall Street analysts. Last year, Eaton also said that data centers and IT accounted for 14% of revenues. Ahead of Eaton's quarterly print, Bank of America analyst Andrew Obin highlighted the stock as a "pure-play electrical equipment" with high-growth businesses beyond data centers. "While data center remains the strongest end market, it seems that other end markets (residential, distributed IT) improved more than expectations to drive beats," he wrote. Elsewhere, Mizuho's Brett Linzey highlighted Eaton's "extended revenue visibility" given its "mega projects" aimed at meeting reshoring and data center needs.

Persons: Eaton, Craig Arnold, Andrew Obin, Mizuho's Brett Linzey Organizations: Wall Street, Bank of America, ETN Locations: Eaton, U.S

☆ Robinhood is becoming more than just a meme stock trading platform, says Mizuho's Dan Dolev
▼ + stars: | 2024-05-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRobinhood is becoming more than just a meme stock trading platform, says Mizuho's Dan DolevDan Dolev, Mizuho senior analyst, joins 'Squawk Box' to break down Robinhood's quarterly earnings results, how much of the company's results are tied to crypto, state of crypto, and more.

Persons: Dan Dolev Dan Dolev Organizations: Mizuho

☆ These are Mizuho’s top stock picks heading into May
▼ + stars: | 2024-05-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Mizuho just released its top stock picks for May, and its basket of stocks includes three new selections for the month. The newest additions for May include EyePoint Pharmaceuticals , Universal Health Services and Block . Here are some of Mizuho's top picks for the month. Mizuho said this price target is 5.3% above the consensus, making the firm more bullish than its peers. Analyst Graig Suvannavejh's $39 price target represents 95% upside from where shares closed on Thursday.

Persons: Mizuho, Ann Hynes, Hynes, UHS, Graig, EyePoint, Dan Dolev's, Dolev Organizations: EyePoint Pharmaceuticals, Universal Health Services, Block, titans, Microsoft, Behavioral

☆ Tuesday's analyst calls: Nvidia to get a boost from new chip, Ralph Lauren poised to jump
▼ + stars: | 2024-04-30 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +9 min

Tuesday's analyst calls focused on red-hot tech giant Nvidia, which is seen as benefitting from the release of its new Blackwell chip, the GB200. 7:02 a.m.: Deutsche Bank sees 33% upside for Live Nation on strong fundamentals Strong fundamentals could spell further upside for shares of Live Nation Entertainment , according to Deutsche Bank. Soff also applauded the company for expanding into new add-on services, including providing upselling opportunities and selling advertising on the Live Nation app. Although a potential regulatory investigation could curtail the stock, Soff doesn't believe that Live Nation stock will ultimately take much damage. 6:03 a.m.: Jefferies initiates Ralph Lauren at a buy, sees momentum with younger consumers Ralph Lauren is shaping up to be a quality growth stock, according to Jefferies.

Persons: Blackwell, Jefferies, Ralph Lauren, Benjamin Soff's, Soff, shouldn't, — Lisa Kailai Han, Airbnb, James Lee, Lee's, headwinds, Brent Thrill, Ashley Helgans, Ralph Lauren's, Helgans, Taylor Swift, Timothy Acuri, Acuri, Hopper, — Lisa Kailai Han — CNBC's Michael Bloom Organizations: CNBC, Nvidia, UBS, Deutsche Bank, Nation, Live Nation Entertainment, Mizuho, Paris, tailwinds, Paris Olympics, Chegg, Blackwell, Microsoft, Oracle Locations: Europe

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